Requires administrator rights or the following permission: |
When you create a new calendar user, you can apply specific settings on a user basis, e.g., default meeting duration, working hours, calculate driving distance, etc. Here's how to do so.
Click on Users in the menu on the left.
Find the meeting consultant you want to edit and click on their user name.
Go to Booking settings in the menu on the left.
From here, you can edit the calendar user's settings.
Calendar user settings
Team leader
If ticked, the calendar user can view and edit other calendar users' meetings within the team.
Alternative email
Add an additional email to use within templates (emails, SMS, calendar events).
Match values
Determines what lead criteria need to be met before a consultant can be selected as the calendar user, e.g., input specific zip codes.
Round robin priority weight
Adversus will automatically assign a consultant while trying to distribute meetings equally between the consultants. Read more about Bookings round robin mode.
Working hours
Specify which weekdays and time periods the calendar user can receive bookings in their calendar.
Change working hours
If ticked on - the calendar user will be allowed to change their own working hours.
Calendar timeslot length
Determines how long the timeslots are to book in meetings for.
Minimum/Maximum Meeting duration
Set a default duration for meetings.
Book at most X days in advance
Decide how many days in advance is it possible to schedule a meeting.
Show call and email history
Decide if the user can view the call and email history on the lead.
Calculate driving time
A time slot is automatically inserted based on the distance between adjacent lead addresses. If enabled you will be prompted to enter your home address in order to calculate the driving time from home to the first appointment of the day, as well as the last appointment of the day and back home again.
External event address
Determines how we try and recognize an external calendar event's address.
Overlapping events
If enabled, agents can book meetings even though it may clash with the start/end time of other events.
Show event details
If enabled, the agent can see the title and description of calendar events.
Remember to click Update user when you are done.


